国庆节前，本土半导体产业利好频出，催化半导体板块近期上涨行情，相关ETF近日大幅"吸金"。 上交所数据显示，9月24日，半导体设备ETF（561980）获2.9亿元资金净流入，近5日累计净流入额升至6.1亿元。值得关注的是，当日该ETF盘中一 度触及涨停，尾盘亦大幅收涨8.67%，基金规模及最新价格双创上市以来新高。 数据显示，截至9月24日，半导体设备ETF（561980）标的指数年内累计上涨64.36%，居同期A股主流半导体主题指数前列。 | 2025/01/02-2025/09/24 (179日) | | | | | --- | --- | --- | --- | | 名末 | 涨跌幅 | 沿线路 | | | 931865(中班未合) | 64.36% | 1961.94 | 75.12% | | H30184(中证全指半 | 52.95% | 3340.38 | 65.11% | | 980017(国证书)(Cl | 50.93% | 4578.06 | 64.54% | | H30007(芯片产) | 52.02% | 1150.77 | 64 31% | | 990001(中华半导体: | 52. ...

市场概况 9月24日两市ETF两融余额为1154.26亿元，较前一交易日增加3.37亿元。其中融资余额为1073.97亿元， 较前一交易日增加1.71亿元；融券余额为80.3亿元，较前一交易日增加1.66亿元。 分市场来看，沪市ETF两融余额为807.55亿元，较前一交易日增加3.04亿元。其中融资余额为736.56亿 元，较前一交易日增加1.5亿元；融券余额为70.98亿元，较前一交易日增加1.54亿元。深市ETF两融余 额为346.72亿元，较前一交易日增加3376.93万元。其中融资余额为337.4亿元，较前一交易日增加 2146.91万元；融券余额为9.31亿元，较前一交易日增加1230.02万元。 ETF融资净买入额 9月24日ETF融资净买入额前三位分别为：海富通中证短融ETF（1.77亿元）、国泰中证半导体材料设备 主题ETF（1.75亿元）和博时中证可转债及可交换债券ETF（1.09亿元），前10具体见下表： | 代码 | 基金名称 | 融资净买入额 | | --- | --- | --- | | 511360.SH | 海富通中证短融ETF | 1.77亿元 | | 159516.SZ | ...

Group 1 - Hunan Mango Chuangzhan Technology Co., Ltd. was recently established with a registered capital of 80 million RMB [1] - The company is co-owned by Changsha Malanshan Investment Development Co., Ltd., Mango Super Media, Mango Media Co., Ltd., and Zhongguang Tianze Media Co., Ltd. [1] - The business scope includes online cultural operations, internet information services, and online data processing and transaction processing [1] Group 2 - The company was registered on September 23, 2025, and is located in Changsha, Hunan Province [2] - The shareholders hold the following stakes: 37.5% by Changsha Malanshan Investment Development Co., Ltd., 37% by Mango Super Media, 14% by Mango Media Co., Ltd., and 11.5% by Zhongguang Tianze Media Co., Ltd. [2] - The company is classified under the entertainment industry and operates as a limited liability company [2]

公司解释，第五元素近年亏损主因包括市场竞争加剧、部分产品降价清库存、关税导致订单延迟，以及 医疗电子研发投入尚未形成收入等。但公司强调其拥有UVC深紫外等多项核心技术、28项专利和成熟 客户基础，并入豪江后可在研发与销售方面形成协同，开拓中高端健康产品市场，培育新利润增长点。 关于估值问题，此次采用资产基础法评估，净资产评估值531.41万元，较账面增值161.49%，主要因专 利、商标、软件著作权及生产模具等表外资产未在原财报体现。 对于向原实控人马安祥提供的无息借款余额400.5万元，公司表示该笔借款占比小、风险可控，且马安 祥信用状况良好，并承诺以未来分红优先还款。 南方财经9月25日电，豪江智能(301320.SZ)9月24日公告，回应中证中小投资者服务中心发出的《股东 质询函》。该函主要关注公司对持续亏损企业青岛第五元素科技有限公司增资的必要性、标的估值合理 性以及继续提供无息财务资助的合理性三大问题。 ...

Group 1 - CPO and other computing hardware stocks are experiencing a sustained rebound [1] - Deep Science and Technology (深科达) has risen over 10% [1] - Huagong Technology (华工科技) has hit the daily limit up [1] - New Yisheng (新易盛) has increased by over 6% [1] - Zhongfu Circuit (中富电路) and Guangku Technology (光库科技) are among the top gainers [1]

一、证券市场回顾 南财金融终端数据显示，昨日(9月24日，下同)上证综指日内上涨0.83%，收于3853.64点，最高3854.92 点；深证成指日内上涨1.8%，收于13356.14点，最高13356.14点；创业板指日内上涨2.28%，收于 3185.57点，最高3185.84点。 二、ETF市场表现1、股票型ETF整体市场表现 昨日股票型ETF收益率中位数为1.53%。其中按照不同分类，规模指数ETF中西藏东财上证科创板50成 份ETF收益率最高，为4.59%；行业指数ETF中华宝中证800地产ETF收益率最高，为3.98%；策略指数 ETF中华安中证500行业中性低波动ETF收益率最高，为2.35%；风格指数ETF中浙商汇金中证浙江凤凰 行动50ETF收益率最高，为3.33%；主题指数ETF中国泰中证半导体材料设备主题ETF收益率最高，为 9.55%。 2、股票型ETF涨跌幅排行 昨日股票型ETF涨幅最高的3只ETF及其收益率分别为：国泰中证半导体材料设备主题ETF（9.55%）、 易方达中证半导体材料设备主题ETF（9.44%）、万家中证半导体材料设备主题交易ETF（9.4%）。涨 幅前10详情见下 ...

应急管理部党委委员、国家矿山安监局局长黄锦生回应表示，"十四五"以来，坚持矿山安全生产"一件 事"全链条，全力推进矿山安全治理模式向事前预防转型。2021—2024年平均每年发生矿山事故起数、 遇难人数分别比"十三五"下降29.7%、29.1%。 9月24日，国务院新闻办公室举行"高质量完成'十四五'规划"系列主题新闻发布会，介绍"十四五"时期应 急管理改革发展成就。 在风险管控方面，强力推进重大安全风险超前研判、监测预警、闭环管理。风险管控是事前预防的关键 环节。常态化开展重大风险分析研判，建成重大风险监测预警"一张网"，已接入所有正常生产建设煤 矿、所有在用尾矿库、绝大多数高陡边坡金属非金属露天矿山感知数据，健全机制、压实责任，24小时 看网盯网、研判管控，有效化解各类矿山安全风险隐患。 在隐患整治方面，强力推进重大事故隐患动态排查、闭环整改、动态清零。重大事故隐患整治是事前预 防的重要举措。修订了重大事故隐患判定标准，建立完善重大事故隐患"一库四机制"，也就是数据库和 自查自改、跟踪督办、责任倒查、举报奖励机制；不断规范检查执法工作体系，构建轻微违法免罚、自 应急管理部部长王祥喜在发布会上表示，"十四五 ...

Group 1: AI Infrastructure Developments - Alibaba Group is investing 380 billion yuan in AI infrastructure and plans to increase investment further, with energy consumption of its global data centers expected to increase tenfold by 2032 compared to 2022 [2] - OpenAI, in collaboration with Oracle and SoftBank, plans to build five AI data centers in the U.S. with a total investment exceeding 400 billion USD over three years, aiming for a computing capacity of up to 10 gigawatts [4] - Alibaba announced a partnership with NVIDIA to integrate Physical AI software into its AI platform, covering various aspects of AI practice including data synthesis and model training [3] Group 2: Corporate Actions and Partnerships - NVIDIA CEO Jensen Huang sold 225,000 shares of NVIDIA stock as part of a plan to sell up to 6 million shares by the end of the year [5] - SAP and OpenAI are collaborating to create a "German version of OpenAI" to serve the public sector in Germany, ensuring data sovereignty through SAP's subsidiary [5] - Xiaomi announced that its fast-charging protocol will be open to all industry players, allowing for the mass production of charging modules [11] Group 3: Technology Innovations - Qualcomm's CEO highlighted six core trends shaping the future of AI, including a shift from smartphone-centric to agent-centric interfaces and enhanced edge data relevance [6] - Leap Star announced the beta testing of its desktop AI agent, which can perform complex tasks locally and integrate deeply with operating systems [9] - Geely's new multi-modal AI model, developed with Mianbi Intelligent, is designed for smart cockpit platforms, enhancing vehicle safety through real-time monitoring [8] Group 4: Market Movements and Investments - Cathie Wood's ARK Investment Management has resumed its investment in Alibaba, purchasing approximately 16.3 million USD worth of American Depositary Receipts, marking the first acquisition since 2021 [19] - Huatian Technology is planning to acquire shares in Huayi Microelectronics, a subsidiary of its controlling shareholder, focusing on semiconductor power devices [18] - Zhongwei Semiconductor has submitted an application for H-share issuance to the Hong Kong Stock Exchange [20][21]

Group 1 - The 25th China International Industry Fair (CIIF) has officially opened in Shanghai, focusing on key areas such as integrated circuits, intelligent driving, intelligent robots, and new energy [1] - Numerous humanoid robot companies showcased their solutions for industrial scenarios at the fair, attracting significant attention from attendees [1] - Haier Group's newly acquired company, New Times, has developed humanoid robots for Haier's refrigerator production line, with successful deployment in the Chongqing factory and plans for further operational integration [1] Group 2 - Leading robot manufacturers like Fourier and Kepler presented their innovations at the CIIF, highlighting the future of factory automation [2] - Fourier debuted its third-generation humanoid robot GR-3C, along with a proprietary industrial application solution based on the FOCUS system for material handling and intelligent sorting [2] - Kepler showcased its K2 Bumblebee industrial humanoid robot, claiming it can operate for 8 hours on a 1-hour charge [2]

相关ETF方面，港股科技50ETF（159750）9月24日收涨2.38%，近一个月复合单位净值上涨10.51%， 资金净流入超3.1亿元，最新规模突破12.8亿元，再创上市新高。 资料显示，港股科技50ETF（159750）追踪港股科技指数（931574.CSI），据中证指数官网显示，截至 9月24日，其标的指数的前十大成份股为：阿里巴巴、腾讯控股、小米集团、网易、京东集团、美团、 比亚迪股份、中芯国际、百度集团、快手，覆盖了新能源汽车、智能驾驶、人工智能、半导体等多个科 技赛道。 据Wind显示，其标的指数当前市盈率（PE-TTM）为24.96倍，处于近五年来32.18%的分位数，这意味 着当前估值水平仍低于5年来近七成的时间。横向对比来看，全球范围内港股科技指数估值仍偏低。纳 斯达克100指数的市盈率为36.58倍，创业板指为44.61倍，科创50为188.40倍。 资金面上，Wind数据显示，截至9月24日，近一年来，南向资金"南下"涌入（净买入）超14425亿港 元。从其买入行业来看，银行、商贸零售、医药生物、非银金融、汽车受南向资金的青睐。个股层面来 看，截至9月24日，南向资金近一个月内大举买入 ...